You focus on enjoying the journey. We’ll provide the road map
You have unique goals and objectives in your life; your money is a tool for helping you achieve them. A financial plan, which lays out a savings and spending plan, as well as an estate plan to protect your family, ensures you can achieve your goals and objectives all while focusing on the things that matter the most in your life. Our team is there to guide you every step of the way.
What you can expect from us
A deep understanding of what makes you, you
We want to really know you. By listening attentively to your story, past experiences, and hopes for the future we’re better able to leverage our expertise to your benefit.
Education of the process
We get it. Finances, planning, and investing can seem daunting. We take the time to thoroughly explain the advice we provide to ensure you understand, and are comfortable with, the path ahead.
A tailor-made solution
You are not a number here. You can be sure that the portfolio and financial plan we craft for you will align uniquely with who you are, and the goals you have set for yourself, and those you love.
Transparency and honesty
We recognize the influence we have in our clients’ lives and take that responsibility very seriously. Your needs come first – not only is that good business, but it’s the right thing to do.
#1 in Canada
NBFWM ranked #1 in Investor Satisfaction with Full-Service Brokerage Firms, in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study. Personalized relationships that last. That’s NBFWM.
